Category Archives: Tips

Top 3 Benefits of Greytrix Professional Services

Greytrix is one of the leading ERP vendors and CRM vendors globally, providing low cost, high quality Professional Services for ERP softwares like Sage X3, Sage 100, Sage 300, Sage 500, Sage Intacct and CRM softwares like Sage CRM, Microsoft Dynamics 365 CRM, Salesforce with over two decades of experience and 250+ developers & consultants.… Read More »

How to increase no. of characters in Line text entry using import template

Sometimes, it happens we need to insert description for particular line in any transaction using import template and the standard just allows limited text in line text entry like for around 194 characters. We can increase this number of characters by doing few changes in import/export template of that particular transaction. Consider example for a… Read More »

Payment & Prepayment deletion through the custom button from Sales Order

In Sage X3, we are working on payment integration from x3 to the third party payment gateway. Here, we are doing sale/auth/refund/void transactions on the client’s payment gateway through Sales Order/Invoice transactions from X3. Here, we will provide prepayment & payment deletion functionality through the void button. New Stuff:- How to change the LOT’s expiration… Read More »

How to enable serial number field in sales invoice screen in Sage X3

A sales invoice is an accounting document that records a business transaction. Sales invoices provide the business with a record of the services they’ve provided to a client, when the services were rendered and how much money the client owes the business. Typically, a sales invoice will include a description of the service provided, the… Read More »

How to enable select all check box in the left side panel in Sage X3

As we all know, in Sage X3 when users want to create Purchase invoice against purchase receipt, he/she has to select receipt from the left list one by one. Recently one of our client wanted to have an option to select all Receipts in a single click from the left side panel while creating purchase… Read More »

How to call an API through POSTMAN tool and map with X3 fields

We come across the scenario, where we will use POSTMAN software tool  to examine the working of external API. Postman is a simple GUI for sending HTTP requests and viewing responses. REST services are available in sage x3 that returns data in a JSON format. In this blog, we are going to visualize the mapping… Read More »